Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
AssistantManager

Kathy Daniels

Innisfail,AB

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.


Demonstrates exceptional empathy and professionalism, ensuring client confidentiality and compliance. Dedicated administrative professional.


Organized and dependable candidate successful at managing multiple priorities with a positive attitude.


Willingness to take on added responsibilities to meet team goals.

Overview

35
35
years of professional experience
1
1
Certification

Work History

Pharmacy Assistant

Loblaw Pharmacy
10.2023 - Current
  • Kept pharmacy counter and related areas clean, neat and organized.
  • Answer telephones and provided information about prescription status.
  • Process refill requests.
  • Communicate with Pharmacist regarding prescription extensions.
  • Direct patients to Pharmacist for assessments of ailments.
  • Building of patient Blister Packs.
  • Processing accounts payable for supplies.
  • Processing accounts receivable for WCB patients.
  • Demonstrated professionalism and empathy when handling sensitive patient situations.
  • Received deliveries of medication shipments and stocked in correct locations.
  • Assisted with preparing medications and filling orders.
  • Facilitated effective communication between team members, fostering a collaborative work environment within the pharmacy.
  • Counted and labeled prescriptions with correct item and quantity.
  • Supported operations with filing, copying and faxing.
  • Verified order information against computer database.
  • Completed regulatory compliance tasks such as logging controlled substances.
  • Completed cash register transactions by handling credit and cash payments using pharmacy register system.
  • Generated labels for prescriptions.
  • Greeted customers at counter and provided excellent customer service.
  • Input patient information into computer system for prescription orders.
  • Located and measured medications according to prescription information.
  • Located and processed ready prescriptions to customers, distributed medication information documentation and facilitated medication consultations.


Seasonal Associate

Home Depot Canada
04.2023 - 07.2023
  • Worked varied hours to meet seasonal and business needs.
  • Greeted customers and offered assistance for increased customer satisfaction.
  • Increased customer satisfaction by providing exceptional service at all times.
  • Provided product price information to customers.
  • Managed customer relations through communication and helpful interactions.
  • Stocked merchandise, clearly labeling items.
  • Answered customer questions about products and services, helped locate merchandise.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Opened and shelved new products in visually appealing and organized displays.
  • Prioritized helping customers over completing other routine tasks in store.
  • Used in-store system to locate inventory and place special orders for customers.
  • Worked to meet targets for credit card applications.

Insolvency Administrator

Blanchard & Company Ltd.
07.2022 - 12.2022
  • Achieved successful outcomes in insolvency files by reviewing documentation and identifying potential issues early in the process.
  • Streamlined file management processes by task prioritization.
  • Assisted in the development of tailored debt restructuring solutions, facilitating mutually beneficial agreements between clients and their creditors.
  • Contributed to the continuous improvement of internal procedures by sharing insights and previous experiences.
  • Facilitated strong working relationships between external partners such as accountants, miscellaneous (unlicensed) debt resolution companies and lawyers.
  • Initial consultations with prospective clients.
  • Income and surplus income calculations for preparation of comparative analysis of Bankruptcy versus Consumer Proposal.
  • Enter claims in Insolvency Processing System software.
  • Review problem/incomplete unsecured claims; discussions with creditors.
  • Preparation of and respond to general correspondence.
  • Maintained detailed records of file progress, ensuring easy access to information for team members and stakeholders involved in each matter.
  • Reduced time spent on document preparation for legal proceedings by utilizing advanced software tools and templates.
  • Ensured compliance with statutory requirements and deadlines by maintaining accurate records, submitting timely reports, and attending necessary meetings.
  • Managed sensitive client data with strict confidentiality measures, ensuring compliance with relevant privacy regulations and ethical standards.

Estate Administrator/Manager

MNP Ltd.
07.2002 - 09.2020
  • Initial consultations with prospective clients.
  • Calculate income, surplus income and comparative for Bankruptcy versus Proposal.
  • Review of documents provided by potential client and compare to consultation notes to find any discrepancies.
  • Prepare accurate asset, income and comparative calculations; discuss any variances with prospective client.
  • Signing of legal documents with clients.
  • Review files and prepare 170 Reports.
  • 45 day claims and file review for Consumer and discussions with creditors.
  • Preparation of Trustee Report to Creditors of Division One Proposals and Ordinary Administration Bankruptcies.
  • Prepare court report for Division One proposal court approval.
  • Credit counseling.
  • Monthly calculations of self-employed income and ensure use of proper tax bracket.
  • Secured claims review and approval of release letter.
  • Review problem/incomplete unsecured claims; discussion with creditors.
  • Review file for preparation of court reports; provide instructions to Analyst for type of court order to prepare.
  • Monthly court attendance for Bankrupt and Trustee discharges; discharge annulments; taxation, Section 68 garnishee orders; proposal approvals; asset sale approvals and advice and direction applications.
  • File monitoring for compliance and closing.
  • Asset realization.
  • Review of files and preparation of Final Statements of Receipts and Disbursements (Ordinary, Summary and Proposals).
  • General correspondence and discussions with clients and creditors.
  • Administration of re-opened estates and deceased estates.
  • Bi-monthly WIP reviews for write ups and write offs.
  • Bank deposits; re-issuing of dividends; stop payments; daily receipt report review; back up for PAD payment processing.
  • Local office Ascend software representative.
  • Mentoring, coaching and supervision of staff, including performance reviews.
  • Prepare and facilitate lunch and learn sessions for insolvency team.
  • Internal presentations at Partner/Manager meetings. (How insolvency could assist with other clients).
  • External presentations, lunches coffee with bankers, lawyers, mortgage brokers and debt solution companies.
  • Attend Money Mentors courses/presentations and present the information to our Calgary and Red Deer insolvency teams.

Technician

Deloitte & Touche
01.1991 - 05.2002
  • Back up reception and answering phones.
  • Filing.
  • Complete proof of claim acknowledgements.
  • Creditor Meeting preparation.
  • Minutes of Creditor meeting preparation.
  • Assist with mailouts for consumer and corporate files.
  • Miscellaneous tasks as assigned.
  • Preparation of 170 reports and Final Statements of Receipts and Disbursements.
  • Review secured claims for releases.
  • Review and enter unsecured claims.
  • Review and enter monthly income and expense reports.
  • Book court applications.
  • Prepare court reports and orders.
  • Occasional attendance at court.
  • Credit Counseling.
  • Review files for interest allocation exclusions.
  • Determination of monthly Term Deposit sums.
  • Review WIP for write ups/write offs and subsequent closing of file.
  • Prepare and facilitate a learning session for the transition from Insolvency Manager DOS to Windows version.
  • Initial client consultations.
  • Signing of legal documentation with clients.
  • Asset realization.
  • Annual file reviews for closing non compliant client files.

Administrator Assistant

KPMG Peat Marwick
01.1990 - 01.1991
  • Handled Phone calls, directing callers to appropriate personnel.
  • Managed confidential information.
  • Prepared all general correspondence.
  • Data input for new insolvency files.
  • Data input for 170 reports and Final Statements of Receipts and Disbursements.
  • Managed incoming mail and correspondence, distributing items as necessary.
  • Preparation of various creditor packages and notices for mail out.

Education

Canadian Insolvency And Restructuring Professional - Bankruptcy And Insolvency

Canadian Assoc. of Insolvency And Restructuring
Toronto, ON

Business Law And Accounting - CGA Program

Southern Alberta Institute of Technology
Calgary, AB

Skills

  • Fast learner
  • In depth knowledge of Ascend software
  • Basic knowledge of Uberbase Insolvency Processing System software
  • Cash Register Operations
  • Medication Packaging

Languages

English
Full Professional

Certification

  • Commissioner for Oaths
  • Qualified Insolvency Administrator
  • Qualified Bankruptcy and Insolvency Counselor
  • CAIRP Qualification Program Candidate






Timeline

Pharmacy Assistant

Loblaw Pharmacy
10.2023 - Current

Seasonal Associate

Home Depot Canada
04.2023 - 07.2023

Insolvency Administrator

Blanchard & Company Ltd.
07.2022 - 12.2022

Estate Administrator/Manager

MNP Ltd.
07.2002 - 09.2020

Technician

Deloitte & Touche
01.1991 - 05.2002

Administrator Assistant

KPMG Peat Marwick
01.1990 - 01.1991

Canadian Insolvency And Restructuring Professional - Bankruptcy And Insolvency

Canadian Assoc. of Insolvency And Restructuring

Business Law And Accounting - CGA Program

Southern Alberta Institute of Technology
Kathy Daniels